Summary
Overview
Work History
Education
Skills
Websites
Certification
Awards
Timeline
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Sanjeev Ranjan

Sanjeev Ranjan

Mumbai

Summary

As a Manager of Issuer Relations - ESG Research at Morningstar, I lead global issuer communications and engagement activities. I work with cross-functional teams to resolve issues, process feedback, and enhance the research processes that improve issuer experience and satisfaction. I have successfully hosted a webinar with mid and small-cap companies and generated reports and insights through Power BI, which I present to the management in our monthly meetings. With 8+ years of experience in providing client support throughout the client lifecycle, I have strong skills in operations management, project management, and MS Office. I have completed multiple certifications in financial analysis, agile foundations, and project management foundations, demonstrating my commitment to continuous learning and professional development. I have a B.Com. Honors degree in accounting and commerce from JSR Cooperative College. I am passionate about consulting and generating insights that impact business performance.

Overview

7
7
years of professional experience
3
3
years of post-secondary education
5
5
Certifications
3
3
Languages

Work History

Manager, Issuer Relations - ESG Research

Morningstar
1 2024 - Current
  • Leading issuer communications and engagement activities globally
  • Engaging with issuers on Sustainalytics' research and having dialogues on their ESG issues
  • Leading projects to enhance issuer experience and engagement, working with cross-functional teams to resolve issues, process feedback, and enhance the research processes that improve issuer experience and satisfaction
  • Generating reports and insights through Power BI and presenting them in the monthly meeting with management
  • Going on calls with companies to discuss their ESG efforts, resolve issues, and inform them about our processes
  • Successfully hosted one small-scale webinar with mid and small-cap companies to enlighten them about our methodology, process, and presence.

Senior Associate, Issuer Relations (ESG)

Morningstar
10.2021 - Current
  • As a Senior Associate, working as part of a team of problem solvers, helping to solve complex business issues from strategy to execution
  • Closely work with quality assurance, content, and technical teams to resolve clients' issues quickly and effectively
  • Conduct process training for new joiners in the team
  • Own and drive continuous improvement within the process through various initiatives
  • Act as a backup to the team leader and actively engage with various stakeholders.

Senior Business Associate

Crimson Interactive Private Limited
09.2019 - 06.2021
  • Communicating and coordinating with a team of project managers, academic editors, translators, and transcribers for evaluating & identifying opportunities to drive process improvements that positively impact customer experience continuously
  • Collaborating with the Project Management Team for methodical project management ensuring timely completion and delivery of project to the client
  • Became a domain, product and workflow expert - allowing myself to manage issues around data and application logic that require deep investigation
  • Escalate product, technical, and data issues to relevant departments with sufficient information on time
  • Work alongside Product & Data teams to ensure critical bugs, that have been identified, are resolved
  • Addressing root causes and ensuring continuous improvements by constantly finding ways to improve work processes that in turn increase business
  • Coordinating with the Marketing team for implementing strategies, analyzing reports, and suggesting measures according to customer and market intelligence based on identified behavior trends in the data
  • Increasing employee productivity through employee engagement initiatives, managing operations, and prompting a higher degree of team motivation through regular contests
  • Create and maintain documents to track internal processes
  • Improving customer service and reducing client complaints through analysis of client requirements and root cause analysis of complaints for increasing productivity & level of customer satisfaction.

Senior Customer Service Executive

Tech Mahindra Business Services
06.2018 - 03.2019
  • Obtained and evaluated all relevant information to address inquiries and complaints; provided first level contact and resolved issues
  • Gained customer satisfaction and provided professional customer support; escalated unresolved queries to the next level of support.

Consultant

Sutherland Global Services
08.2017 - 04.2018
  • Acknowledged & resolved customer complaints effectively after analyzing the details of the issue
  • Responded promptly to customer inquiries and communicated with customers through various channels like email and chat.

Education

B.Com. Honors - Accounting and Commerce

JSR Cooperative College, Jamshedpur
08.2009 - 05.2012

Skills

Account Management

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Websites

Certification

Implementing Lean: A Case Study

Awards

  • Go Getter Award
  • Spotlight New Joinee Award

Timeline

Senior Associate, Issuer Relations (ESG)

Morningstar
10.2021 - Current

Senior Business Associate

Crimson Interactive Private Limited
09.2019 - 06.2021

Senior Customer Service Executive

Tech Mahindra Business Services
06.2018 - 03.2019

Consultant

Sutherland Global Services
08.2017 - 04.2018

B.Com. Honors - Accounting and Commerce

JSR Cooperative College, Jamshedpur
08.2009 - 05.2012

Manager, Issuer Relations - ESG Research

Morningstar
1 2024 - Current

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